Plan Ledger DOL Form 5500 · updated monthly

Transwest Properties, Inc.401(k)

TRANSWEST PROPERTIES 401(K) PLAN · TUCSON, AZ · plan year 2022

Reported admin expense ratio · 2022
1.17%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Transwest Properties, Inc. reported $25,358 in plan administrative expenses for 2022: 1.17% of average plan assets, higher than ~90% of peers. Employer contributions averaged $900 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Arizona (1,050th of 1,285), and 1,841st of 2,096 in real estate & leasing. In 2022, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,109,260
Participants with balances83
Active participants128
Employer contributions$115,238
Employee contributions$236,826
Employer contribution per active participant$900
Average account balance$25,413
Benefits paid to participants$138,746
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$25,358
Total administrative$25,358
The Transwest Properties, Inc. 401(k) match · 2022
Employer contribution per active participant$900
Median for plans this size$1,114

Transwest Properties, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$25,358 · 1.17%
Similar plansReal Estate & Leasing · Arizona
Grayhawk Development AZ$2.4M · 0.29%
Biltmore Properties, Inc. AZ$2.0M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860713514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.